Step 1: Branding
Before you invite customers to submit their feedback, you need to make sure you look the part.
You can start by uploading your logo. From your dashboard, simply head over to the top-right icon, hit ‘Settings’, and then click on ‘Brand Customizations’.
This means that your customers will be able to recognize that they’re dealing with you.
Step 2: Features
We recommend that you import several features of your own, to kickstart the proceedings.
Once you’ve got 10-20 features added, change the status of some to either “Building” or “Planned” - These will then be added to your roadmap.
Change the status of features you’ve released already to “Released” to populate your release log.
Any remaining features can be marked as “Awaiting Feedback” so that your internal teams and your customers can add their feedback.
Step 3: Invite Your Team
While trialing Receptive, it’s a good idea to invite some of your team members so that they can give feedback and make requests.
We would recommend that you bring in your product team and also your customer facing team members as these are likely to have useful insights.
Step 4: Invite Your Customers
This is the crucial step when it comes to using Receptive. Invite your customers to leave feedback and add feature requests.
If you are planning to only use Receptive internally for the time being, then we recommend using several test email addresses.
Tip: if you use Gmail, just add a +1, +2, etc to your email address to add several test customer accounts. For example, firstname.lastname@example.org, email@example.com. Then confirm each account and vote on a few features.
Step 5: Reviewing Your Requests
We suggest that you review your requests as often as possible, with every 3-4 days being a good length of time.
You can use the discussion section to ask for use-cases, pain points, and other important details for each and every request.
You should now be in the swing of things and using Receptive to manage your customer feedback.
If you’re comfortable with everything we’ve explained so far, then it’s time to think about your roadmap.